See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,509 | $36,916-9.2% | $156,549-78.6% | $57,658-41.9% |
| Participation rate | 24.4% | 63.4%-39.1pp | 84.0%-59.6pp | 70.2%-45.9pp |
| Annual return | 8.22% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $133 | $1,571-91.5% | $5,501-97.6% | $1,974-93.2% |
| Participant deferral / active EE | $754 | $1,926-60.8% | $4,871-84.5% | $3,061-75.4% |
| Admin fee / account holder | $39 | $82-52.9% | $13,027-99.7% | $95-58.9% |